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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

721 hedge funds and large institutions have $16.1B invested in iShares Core S&P US Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 212 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
9.79%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.69%
New
60
Increased
283
Reduced
212
Closed
37
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
+$8K

Top Buyers

1
CM
Churchill Management
California
+$173M
2
LPL Financial
LPL Financial
California
+$56.5M
3
Bank of America
Bank of America
North Carolina
+$56.1M
4
MFG
Merit Financial Group
Georgia
+$56M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M

Top Sellers

1
AOI
Auto-Owners Insurance
Michigan
-$78.4M
2
EAM
Empirical Asset Management
Massachusetts
-$25.5M
3
AP
Americana Partners
Texas
-$25.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$18.5M
5
CIM
Confluence Investment Management
Missouri
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Symphony Financial
Texas
$8.39M -$1.5M -17,115 -15%
Mariner
127
Mariner
Kansas
$8.37M +$739K +8,002 +10%
IC
128
Iconiq Capital
California
$8.09M +$32K +347 +0.4%
AllianceBernstein
129
AllianceBernstein
Tennessee
$7.95M +$3.69K +40 +0%
COCM
130
Charter Oak Capital Management
New Hampshire
$7.79M +$376K +4,069 +5%
CWP
131
Corepath Wealth Partners
Arizona
$7.74M -$55.6K -645 -0.7%
CM
132
Columbus Macro
Pennsylvania
$7.64M -$64K -693 -0.8%
BWA
133
Beam Wealth Advisors
Louisiana
$7.46M +$86.5K +937 +1%
OIA
134
OneDigital Investment Advisors
Kansas
$7.37M +$20.4K +221 +0.3%
FTUS
135
Flow Traders U.S.
New York
$7.14M +$7.14M +77,351 New
HWM
136
HighMark Wealth Management
Minnesota
$7.12M -$96.3K -1,043 -1%
CIM
137
Confluence Investment Management
Missouri
$7.07M -$17.2M -186,811 -71%
FFG
138
Foundry Financial Group
New Hampshire
$6.89M -$96.4K -1,045 -1%
MWA
139
Motive Wealth Advisors
Michigan
$6.83M -$152K -1,649 -2%
LSL
140
Legacy Solutions LLC
Pennsylvania
$6.64M +$208K +2,250 +3%
Citadel Advisors
141
Citadel Advisors
Florida
$6.47M +$3.89M +42,185 +151%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$6.22M +$462K +5,007 +8%
IA
143
IFG Advisory
Georgia
$6.17M +$491K +5,321 +9%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$6.04M -$353K -3,828 -6%
CWA
145
Canvas Wealth Advisors
Kansas
$5.89M +$162K +1,879 +3%
PP
146
PrairieView Partners
Minnesota
$5.84M -$31.5K -341 -0.5%
ZIG
147
Zuckerman Investment Group
Illinois
$5.71M +$175K +1,896 +3%
AWM
148
Able Wealth Management
New Jersey
$5.7M +$7.2K +78 +0.1%
DWM
149
Defined Wealth Management
Oregon
$5.62M +$34.4K +373 +0.6%
RSWM
150
Robertson Stephens Wealth Management
California
$5.55M +$1.26M +13,638 +29%
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